Mohamed Reziqa

Senior Wealth Manager | Qatar & UAE | HNW & UHNW Advisory
Senior Wealth Manager with extensive experience across Qatar and the UAE, specializing in advising and managing portfolios for High-Net-Worth and Ultra-High-Net-Worth clients. Proven track record in building and maintaining long-term client relationships while delivering bespoke, performance-driven wealth solutions.
Successfully managed and grew client portfolios with AUM exceeding USD 150 million, generating consistent revenue growth through advisory and discretionary mandates. Demonstrated strength in asset allocation, structured products, alternative investments, and cross-border wealth planning tailored to GCC client needs.
Achieved £50+ million in transactions in UK real estate, including the successful distribution and placement of UK Property Income Funds (including Tesco Property Income Fund), as well as direct residential and commercial property investments. Strong expertise in positioning UK income-generating assets to GCC investors seeking capital preservation and stable yield.
Recognized for deep understanding of Qatar and UAE client dynamics, family office structures, and intergenerational wealth planning, with the ability to bridge regional capital with international investment opportunities while maintaining the highest standards of governance, risk management, and regulatory compliance.

Senior Wealth Manager | Qatar & UAE | HNW & UHNW Advisory
Senior Wealth Manager with extensive experience across Qatar and the UAE, specializing in advising and managing portfolios for High-Net-Worth and Ultra-High-Net-Worth clients. Proven track record in building and maintaining long-term client relationships while delivering bespoke, performance-driven wealth solutions.
Successfully managed and grew client portfolios with AUM exceeding USD 150 million, generating consistent revenue growth through advisory and discretionary mandates. Demonstrated strength in asset allocation, structured products, private equity, alternative investments, and cross-border wealth planning tailored to GCC client needs.
Achieved £50+ million in transactions in UK real estate, including the successful distribution and placement of UK Property Income Funds (including Tesco Property Income Fund), as well as direct residential and commercial property investments. Strong expertise in positioning UK income-generating assets to GCC investors seeking capital preservation and stable yield.
Recognized for deep understanding of Qatar and UAE client dynamics, family office structures, and intergenerational wealth planning, with the ability to bridge regional capital with international investment opportunities while maintaining the highest standards of governance, risk management, and regulatory compliance.

• Managed relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients,
delivering tailored wealth management and investment advisory solutions.

• Focused on provision of first-class customer service to individual and
business clients with net worth as high as $1M
• Performed needs assessments, provided mutual fund investment
solutions, and updated clients on investment performance on daily
basis
• Expedited reorganization of client database for improved information
processing
• Fostered business relationships and provided significant increase in
customer service, resulting in solidification of client base and
significant revenue expansion
• Elevated revenue on consistent basis
• Provided relationship and wealth management for more than 100 high
net worth clients
• Promoted bank products with an 80% success rate, including cross
selling of deposits, current accounts, commercial notes and bankers
acceptance
• Repeatedly recognized and honored for top sales / leads, customer
service and leadership (Top producer for the last two years)
• Identified new potential HNW customers and worked with them to build
a relationship with the goal of managing their wealth
• Proactively advised and consulted with the clients, explained the types
of financial services available, educating them about investment
options and potential risks and recommending investments
• Monitored closely the performance of clients accounts, to ensure that
the accounts are behaving positively and meeting the clients needs
• Awareness of the clients goals, income and spending to manage their
portfolio
• Reviewed portfolios, conduct analysis and present wealth plans of
action on a regular basis
• Advised customers on investments within the bank investment new
funds (Property income funds, Mutual funds, structured notes and
Sukuk cross selling personal and home finance, deposits, regular
saving accounts
• Recruited portfolio of clients worth more than $100M
• Conducted client meetings to update, review and develop financial
goals
• Resolved customer issues, addressing account problems and
discrepancies
• Facilitated service delivery by capturing and utilizing customer
information
• Highlighted unit exchange rates for multi-currency transactions
• Promoted products and services using tailored customer
recommendations
• Secured funds via following bank processes and legal requirements
• Advised customers on currency exchange regulations and transaction
fees
• Delivered exceptional customer service to bolster strong relationships
and build positive experiences

Delivering Shariah-compliant financial planning and wealth solutions to retail and affluent clients, with a focus on long-term financial security, ethical investing, and client-centric advisory. Responsible for building trusted client relationships and providing structured financial plans aligned with clients’ goals and Islamic banking principles.
• Analyzing customers financial needs and matching those needs to the
appropriate product
• Recommend customers to open accounts including Checking, Savings,
Certificates of Deposit/Credit cards
• Proceeding fund transfers, standing orders, stop payments, Personal
finance settlement
• Providing assistance and troubleshooting with online and mobile
banking
• Proceeding customer requests for services, such as check books,
change of address, settling personal finances and reissue of
statements
• Performing duties related to working with a banks customers and
helping customers understand their accounts
• Checking status of bank accounts and help customers with any issues
pertaining to account
• Interviewing prospecting clients to determine financial status,
objectives, discussing financial needs and developing financial plans
and investment strategies
• Monitoring investment performance, and reviewing and revising
investment plans based on modified needs
• Recommending and arranging long-term saving plan, and insurance
cover for clients
• Advising on investment strategies, sources of funds and the
distribution of earnings
• Setting financial objectives, and developing and implementing
strategies for achieving the financial objectives
• Choose the mutual fund that matches the customer risk assessment
and needs
• Resolved client inquiries and concerns regarding their financial plans
and investment portfolios
• Managed client investment portfolios, monitoring performance and
adjusting strategies as necessary
• Analyzed clients insurance needs and recommended appropriate
coverage
• Participated in professional development opportunities to enhance
financial advisory skills
• Prepared financial reports and presentations for client meetings
• Brought in new clients by generating leads through word of mouth,
cold calling, and local marketing
• Determined customers needs by carefully reviewing current expenses
and income and both short- and long-term financial objectives
• Provided clients with updates on financial market trends and economic
conditions
• Offered guidance on retirement planning, including mutual funds
investments

• Delivered comprehensive financial protection and long-term planning solutions through Allianz
insurance and investment products.
• Provided client acquisition, needs-based advisory, and portfolio review services aligned with
clients financial goals and risk profiles.
• Offered and distributed insurance solutions including life, accident & health insurance,
retirement planning, and wealth management products.
• Calculated insurance premiums and established appropriate payment methods for clients.
• Explained and delivered policy details to clients, including benefits, risks, and possible
adjustments or beneficiary changes.
• Reviewed insurance programs with policyholders and recommended additions or modifications
based on client needs.
• Assisted clients with insurance claims by gathering and providing required information.
• Coordinated with underwriters and submitted required documentation to secure binder
coverage.
• Customized insurance solutions to meet individual client risk profiles and financial
requirements.
• Developed marketing strategies to compete effectively in the insurance market.
• Ensured policy compliance by coordinating medical examinations and completing required
documentation.
• Clearly explained policy features, advantages, and limitations to support informed client
decision-making.
• Conducted client interviews to assess financial status, needs, and risk exposure.
• Performed administrative duties including maintaining records and managing policy renewals.
• Generated new client leads through prospecting, research, and building target prospect lists.
• Conducted retirement planning sessions for pre-retirees, focusing on income distribution
strategies.
• Maintained and updated client investment and insurance portfolios to ensure optimal coverage
and performance.

Providing end to end personal banking solutions with a strong focus on consumer lending and credit card products. Responsible for acquiring new clients, managing existing relationships, and delivering tailored financial solutions while ensuring compliance with banking policies and regulatory standards.